Dev Kantesaria Holdings Activity

Valley Forge Capital Management Portfolio 13F

Valley Forge Capital Management has disclosed a total of 1 change to the portfolio in the latest (2025 Q2) SEC report(s): decreased the number of shares of 1 position(s).

What stocks is Dev Kantesaria buying now?

In the recent quarter Dev Kantesaria has not purchased any securities.

What does Dev Kantesaria invest in?

Dev Kantesaria's top 5 holdings (by % of portfolio) are (FICO) FAIR ISAAC CORP (31.03%), (SPGI) S&P GLOBAL INC (20.44%), (MA) MASTERCARD INC - A (18.43%), (MCO) MOODY'S CORP (14.56%) and (V) VISA INC-CLASS A SHARES (7.15%).

In the latest report(s) no changes have been made to any of these investments.

2025 Q2 (1 result)
INTU
-11.45%
-34,048
-0.59%
$787.63
16.55% $657.25
4.58%
2025 Q1 (2 results)
FICO
-2.00%
-15,700
-0.66%
$1,844.16
23.27% $1,415.04
32.29%
INTU
-26.08%
-104,921
-1.47%
$613.99
7.05% $657.25
4.16%
2024 Q4 (7 results)
EFX
buy
+144,000
+0.81%
$254.85
1.44% $251.18
0.81%
MSCI
buy
+59,700
+0.79%
$600.01
4.22% $574.68
0.79%
SPGI
+2.88%
+49,200
+0.54%
$498.03
10.83% $551.98
19.25%
MCO
+1.99%
+25,700
+0.27%
$473.37
7.99% $511.20
13.70%
FICO
-3.05%
-24,671
-1.08%
$1,990.93
28.93% $1,415.04
34.39%
INTU
-9.58%
-42,600
-0.59%
$628.50
4.57% $657.25
5.57%
AZPN
-100.00%
-295,485
-1.55%
$238.82
10.68% $264.33
0.00%
2024 Q3 (4 results)
ASML
+99.72%
+62,724
+1.16%
$833.25
9.25% $756.18
2.33%
MCO
+5.75%
+70,034
+0.74%
$474.59
7.71% $511.20
13.59%
SPGI
+3.04%
+50,337
+0.58%
$516.62
6.84% $551.98
19.58%
FICO
-7.86%
-68,955
-2.98%
$1,943.52
27.19% $1,415.04
34.93%
2024 Q2 (1 result)
FICO
-0.34%
-3,000
-0.12%
$1,488.66
4.95% $1,415.04
33.78%
2024 Q1 (1 result)
FICO
-2.53%
-22,839
-0.78%
$1,249.61
13.24% $1,415.04
30.02%
2023 Q4 (3 results)
V
+0.78%
+7,040
+0.05%
$260.35
34.11% $349.15
6.75%
MA
-0.29%
-4,330
-0.05%
$426.51
39.38% $594.45
18.00%
FICO
-4.18%
-39,461
-1.31%
$1,164.01
21.57% $1,415.04
29.89%
2023 Q2 (5 results)
ASML
buy
+62,903
+1.55%
$724.75
4.34% $756.18
1.55%
AZPN
+68.38%
+120,000
+0.68%
$167.61
57.71% $264.33
1.68%
SPGI
+18.88%
+262,908
+3.57%
$400.89
37.69% $551.98
22.50%
ADSK
-100.00%
-224,034
-1.58%
$208.16
37.55% $286.33
0.00%
ADBE
-100.00%
-246,305
-3.22%
$385.37
5.65% $363.60
0.00%
2023 Q1 (5 results)
INTU
+124.61%
+246,810
+4.17%
$445.83
47.42% $657.25
7.51%
FICO
-2.08%
-20,000
-0.53%
$702.69
101.37% $1,415.04
25.09%
MA
-4.28%
-66,565
-0.92%
$363.41
63.58% $594.45
20.49%
V
-9.93%
-99,800
-0.85%
$225.46
54.86% $349.15
7.73%
AMZN
-100.00%
-1,105,393
-3.52%
$84.00
172.86% $229.20
0.00%
2022 Q4 (5 results)
SPGI
+7.52%
+97,378
+1.32%
$334.94
64.80% $551.98
18.94%
MCO
+5.13%
+59,406
+0.67%
$278.62
83.48% $511.20
13.78%
V
+3.22%
+31,300
+0.26%
$207.76
68.05% $349.15
8.48%
MA
-1.19%
-18,750
-0.26%
$347.73
70.95% $594.45
21.96%
AMZN
-32.36%
-528,907
-1.80%
$84.00
172.86% $229.20
0.00%
2022 Q3 (1 result)
INTU
+1.02%
+2,000
+0.04%
$387.32
69.69% $657.25
3.64%
2022 Q2 (6 results)
AZPN
buy
+175,485
+1.44%
$183.68
43.91% $264.33
1.44%
SPGI
+8.91%
+105,914
+1.60%
$337.06
63.76% $551.98
19.52%
MCO
+7.23%
+78,123
+0.95%
$271.97
87.96% $511.20
14.10%
FICO
+7.11%
+63,918
+1.15%
$400.90
252.97% $1,415.04
17.26%
MA
+2.11%
+32,560
+0.46%
$315.48
88.43% $594.45
22.21%
AZPN
-100.00%
-417,823
-3.09%
$165.37
59.84% $264.33
0.00%
2022 Q1 (7 results)
AZPN
buy
+417,823
+2.63%
$165.37
59.84% $264.33
0.00%
MA
+7.02%
+101,159
+1.38%
$357.38
66.34% $594.45
20.96%
SPGI
+6.87%
+76,448
+1.19%
$410.18
34.57% $551.98
18.56%
MCO
+5.17%
+53,147
+0.68%
$337.41
51.51% $511.20
13.87%
V
+4.29%
+40,080
+0.34%
$221.77
57.44% $349.15
8.21%
FICO
+0.52%
+4,648
+0.08%
$466.46
203.36% $1,415.04
15.95%
ADSK
-11.66%
-29,574
-0.24%
$214.35
33.58% $286.33
1.83%
48 of 134

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.